Anic Equity¶
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Total return since start: 0.563 %¶
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Equity now: -----------------------------> 47753.09 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46358.19 Kr¶
PnL: ---------------------------------------> -530.38 Kr¶
DD now: ---------------------------------> -1.803 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 11:16:18.329938'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -2.440000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.170000 | 3099.200000 | 128.200000 | 4.320000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.060000 | 429.400000 | 74.400000 | 20.960000 | 355.000000 |
| Corem Property Group B | 59 | -2.490000 | 646.050000 | 69.050000 | 11.970000 | 576.999999 |
| SAAB B | 8 | 1.180000 | 3434.400000 | 57.400000 | 1.700000 | 3377.000000 |
| Boozt | 12 | 0.280000 | 1711.200000 | 57.200000 | 3.460000 | 1653.999996 |
| HMS Networks | 2 | -0.440000 | 716.400000 | 43.400000 | 6.450000 | 673.000000 |
| OEM International B | 7 | 0.630000 | 559.300000 | 31.300000 | 5.930000 | 527.999997 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Intrum | 4 | 0.330000 | 548.000000 | 21.000000 | 3.980000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.000000 | 546.800000 | 14.800000 | 2.780000 | 532.000000 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| MedCap | 2 | -1.590000 | 433.000000 | 12.000000 | 2.850000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.110000 | 256.800000 | 10.800000 | 4.390000 | 246.000000 |
| Karnov Group | 9 | -0.490000 | 545.400000 | 9.400000 | 1.750000 | 536.000004 |
| AcadeMedia | 12 | 0.510000 | 563.520000 | 6.520000 | 1.170000 | 557.000004 |
| Resurs Holding | 22 | 0.000000 | 578.600000 | 4.600000 | 0.800000 | 573.999998 |
| Essity A | 4 | -1.370000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Norva24 Group | 16 | 0.300000 | 543.680000 | 0.680000 | 0.130000 | 543.000000 |
| Swedbank A | 3 | 0.910000 | 564.150000 | 0.150000 | 0.030000 | 564.000000 |
| Creaspac SPAC | 6 | -0.310000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Handelsbanken A | 5 | -0.090000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Essity B | 2 | -1.480000 | 571.400000 | -2.600000 | -0.450000 | 574.000000 |
| Midsona B | 63 | -0.650000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Securitas B | 6 | -0.550000 | 566.280000 | -3.720000 | -0.650000 | 570.000000 |
| CTEK | 13 | 1.370000 | 530.010000 | -3.990000 | -0.750000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.130000 | 3444.620000 | -9.380000 | -0.270000 | 3453.999992 |
| International Petroleum Corp. | 5 | 1.840000 | 553.000000 | -41.570000 | -6.990000 | 594.565215 |
| Vivesto | 1368 | 2.010000 | 570.180000 | -42.820000 | -6.990000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.650000 | 3755.500000 | -94.500000 | -2.450000 | 3850.000000 |
| OX2 | 18 | 1.660000 | 1539.000000 | -125.000000 | -7.510000 | 1663.999992 |
| Axfood | 13 | -0.400000 | 3573.700000 | -182.300000 | -4.850000 | 3756.000001 |
| Ovzon | 52 | 1.240000 | 2974.400000 | -387.600000 | -11.530000 | 3361.999992 |
| Fasadgruppen Group | 35 | -1.010000 | 3423.000000 | -388.000000 | -10.180000 | 3810.999990 |
| TOTAL | 46358.190000 | -530.380000 | -1.80301% | 46888.564618 |
Updated:¶
'2023-01-18 11:16:30.727055'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
